Independence Wealth Advisors
Latest statistics and disclosures from Independence Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XLK, CTA, SPTS, XLF, SPYM, and represent 41.78% of Independence Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPTL (+$7.3M), SPYM (+$7.3M), XLF, QQQ, XLV, BCI, EEM, EFA, BKNG, CTA.
- Started 6 new stock positions in ICE, ABNB, SPTL, LRNZ, INTC, AIQ.
- Reduced shares in these 10 stocks: SPTS (-$22M), XLY (-$5.0M), XLP, GLD, XLK, GOOGL, GOOG, VGK, SPTI, SBUX.
- Sold out of its positions in GOOG, GOOGL, ADSK, BNY, AVGO, CRM, SHW, SBUX, VGK, WMT. CHKP.
- Independence Wealth Advisors was a net buyer of stock by $2.9M.
- Independence Wealth Advisors has $199M in assets under management (AUM), dropping by 6.24%.
- Central Index Key (CIK): 0002001765
Tip: Access up to 7 years of quarterly data
Positions held by Independence Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Independence Wealth Advisors
Independence Wealth Advisors holds 85 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 12.9 | $26M | -9% | 135k | 190.47 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 12.7 | $25M | +2% | 974k | 25.94 |
|
| Spdr Series Trust St Sho Treas Etf (SPTS) | 5.9 | $12M | -64% | 406k | 29.01 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 5.3 | $11M | +87% | 198k | 53.61 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 5.0 | $10M | +268% | 114k | 87.88 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 4.6 | $9.2M | +101% | 413k | 22.34 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 4.2 | $8.5M | +126% | 53k | 158.65 |
|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 3.7 | $7.3M | NEW | 280k | 26.23 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 3.0 | $6.1M | +7% | 114k | 53.09 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $5.7M | +532% | 7.8k | 735.22 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 2.7 | $5.4M | +10% | 94k | 56.79 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.4 | $4.8M | +124% | 70k | 68.41 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 2.1 | $4.2M | +11% | 14k | 300.13 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 2.0 | $4.1M | +8% | 77k | 53.12 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 2.0 | $3.9M | -56% | 34k | 117.27 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 1.7 | $3.4M | +5% | 31k | 107.13 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.7 | $3.4M | +86% | 32k | 103.88 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $3.2M | -45% | 8.6k | 368.63 |
|
| Neos Etf Trust Russ 2000 Hi Etf (IWMI) | 1.5 | $2.9M | +14% | 55k | 53.52 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 1.4 | $2.8M | -6% | 15k | 185.21 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.0 | $2.1M | +9% | 2.8k | 746.49 |
|
| Apple (AAPL) | 1.0 | $2.0M | 7.0k | 289.36 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $1.7M | -9% | 3.5k | 477.57 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.8 | $1.6M | -66% | 20k | 83.07 |
|
| Microsoft Corporation (MSFT) | 0.8 | $1.6M | +2% | 4.4k | 372.99 |
|
| Applied Materials (AMAT) | 0.7 | $1.4M | -9% | 2.0k | 723.04 |
|
| Visa Com Cl A (V) | 0.7 | $1.4M | 4.0k | 343.07 |
|
|
| Amazon (AMZN) | 0.6 | $1.3M | 5.3k | 238.34 |
|
|
| Ishares Msci Japan Etf (EWJ) | 0.6 | $1.3M | +8% | 13k | 93.27 |
|
| Meta Platforms Cl A (META) | 0.6 | $1.2M | +3% | 2.2k | 563.21 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.6 | $1.2M | +17% | 11k | 117.09 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.6 | $1.2M | +17% | 14k | 86.42 |
|
| Booking Holdings (BKNG) | 0.6 | $1.2M | +2617% | 6.5k | 178.23 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.5 | $1.1M | +89% | 11k | 102.25 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $933k | -5% | 1.8k | 513.69 |
|
| Charles Schwab Corporation (SCHW) | 0.5 | $916k | 9.9k | 92.27 |
|
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.4 | $805k | 16k | 50.83 |
|
|
| Philip Morris International (PM) | 0.4 | $788k | +6% | 4.4k | 180.91 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.4 | $785k | 17k | 45.34 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $784k | +14% | 1.6k | 500.39 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $666k | +9% | 2.0k | 327.33 |
|
| Etf Opportunities Trust Rex Fa In Eq Etf (FEPI) | 0.3 | $657k | +3% | 15k | 43.12 |
|
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.3 | $627k | -2% | 14k | 44.03 |
|
| Etf Opportunities Trust Rex Ai Equit Etf (AIPI) | 0.3 | $613k | +3% | 17k | 37.18 |
|
| Iqvia Holdings (IQV) | 0.3 | $585k | -12% | 3.0k | 193.22 |
|
| Anthem (ELV) | 0.3 | $574k | 1.5k | 386.73 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $521k | 696.00 | 748.89 |
|
|
| AmerisourceBergen (COR) | 0.2 | $483k | 1.7k | 283.06 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $471k | +493% | 5.5k | 86.14 |
|
| Analog Devices (ADI) | 0.2 | $439k | +14% | 1.1k | 397.17 |
|
| Wells Fargo & Company (WFC) | 0.2 | $423k | +12% | 5.1k | 82.63 |
|
| Novartis Sponsored Adr (NVS) | 0.2 | $420k | +10% | 2.7k | 156.72 |
|
| General Dynamics Corporation (GD) | 0.2 | $379k | +14% | 1.1k | 354.24 |
|
| ConocoPhillips (COP) | 0.2 | $359k | +16% | 3.5k | 103.96 |
|
| Walt Disney Company (DIS) | 0.2 | $355k | -12% | 3.7k | 96.25 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $345k | +2% | 11k | 31.10 |
|
| Intel Corporation (INTC) | 0.2 | $341k | NEW | 2.4k | 139.66 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $337k | +15% | 2.5k | 136.70 |
|
| Johnson & Johnson (JNJ) | 0.2 | $325k | +3% | 1.3k | 253.93 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $323k | 269.00 | 1199.43 |
|
|
| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.2 | $318k | -7% | 1.9k | 165.38 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $313k | +300% | 2.5k | 124.17 |
|
| Simplify Exchange Traded Fun Hedged Equity (HEQT) | 0.2 | $311k | 9.3k | 33.54 |
|
|
| Etf Opportunities Trust Rex Cryp Equ Etf (CEPI) | 0.2 | $310k | +4% | 9.1k | 33.88 |
|
| Procter & Gamble Company (PG) | 0.2 | $300k | 2.0k | 146.60 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $298k | +34% | 2.0k | 151.33 |
|
| Medtronic SHS (MDT) | 0.1 | $292k | +43% | 3.7k | 78.23 |
|
| Intercontinental Exchange (ICE) | 0.1 | $289k | NEW | 2.3k | 123.11 |
|
| Oracle Corporation (ORCL) | 0.1 | $288k | +6% | 2.0k | 146.55 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $282k | 1.3k | 217.93 |
|
|
| International Business Machines (IBM) | 0.1 | $281k | 999.00 | 281.21 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $280k | -16% | 3.4k | 82.11 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $272k | -5% | 4.4k | 62.20 |
|
| Spdr Series Trust St Inter Etf (SPTI) | 0.1 | $264k | -77% | 9.3k | 28.39 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $262k | 6.9k | 38.06 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $260k | +20% | 11k | 24.55 |
|
| Unilever Spon Adr New (UL) | 0.1 | $255k | +18% | 4.2k | 60.12 |
|
| Qualcomm (QCOM) | 0.1 | $251k | -31% | 1.4k | 184.84 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $248k | 1.7k | 148.27 |
|
|
| Omni (OMC) | 0.1 | $244k | +17% | 3.3k | 72.83 |
|
| McKesson Corporation (MCK) | 0.1 | $237k | +14% | 314.00 | 755.60 |
|
| Global X Fds Artificial Etf (AIQ) | 0.1 | $226k | NEW | 3.4k | 65.61 |
|
| Air Products & Chemicals (APD) | 0.1 | $219k | -7% | 748.00 | 293.09 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $210k | NEW | 1.5k | 143.10 |
|
| Elevation Series Trust Trueshs Tech Ai (LRNZ) | 0.1 | $205k | NEW | 3.2k | 64.53 |
|
Past Filings by Independence Wealth Advisors
SEC 13F filings are viewable for Independence Wealth Advisors going back to 2025
- Independence Wealth Advisors 2026 Q2 filed Aug. 14, 2026
- Independence Wealth Advisors 2026 Q1 filed April 20, 2026
- Independence Wealth Advisors 2025 Q4 filed Jan. 9, 2026